GWM
WMC

Geneos Wealth Management’s Western Asset Mortgage Capital Corporation WMC Stock Holding History

Geneos Wealth Management’s Portfolio WMC Stock Details WMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-61
Closed -$1K – 3061
2021
Q4 		$1K Hold
61
– – ﹤0.01% 2753
2021
Q3 		$1K Hold
61
– – ﹤0.01% 2822
2021
Q2 		$1K Hold
61
– – ﹤0.01% 2835
2021
Q1 		$1K Buy
+61
New +$1.93K ﹤0.01% 3104

Other funds holding WMC

BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Centiva Capital New York $13.6B AUM 20% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Geneos Wealth Management's WMC Position: Q1 2022 in Review

Geneos Wealth Management sold out of Western Asset Mortgage Capital Corporation (WMC) in Q1 2022, closing a stake of 61 shares — an estimated $1K sold.

Geneos Wealth Management first reported a position in WMC in Q1 2021 and held it in 4 quarters. The position peaked at $1K in Q4 2021. 57 funds tracked by Wall St. Rank hold WMC as of Q1 2022.

  • Geneos Wealth Management reported no remaining Western Asset Mortgage Capital Corporation position as of Q1 2022 after selling out during the quarter.
  • Geneos Wealth Management sold 61 Western Asset Mortgage Capital Corporation shares in Q1 2022, an estimated $1K.
  • Geneos Wealth Management first reported a position in Western Asset Mortgage Capital Corporation in Q1 2021 and held it in 4 quarters.
  • Geneos Wealth Management's Western Asset Mortgage Capital Corporation position peaked at $1K in Q4 2021.
  • 57 funds tracked by Wall St. Rank held Western Asset Mortgage Capital Corporation as of Q1 2022.

Based on Geneos Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.